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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,646 | $42,383-32.4% | $76,518-62.6% | $64,173-55.4% |
| Participation rate | 21.4% | 58.1%-36.7pp | 68.0%-46.6pp | 69.6%-48.1pp |
| Annual return | -9.72% | -16.54%+6.8pp | -0.27%-9.5pp | 7.63%-17.4pp |
| Employer contribution / active EE | $0 | $1,563-100.0% | $2,647-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $3,564 | $2,566+38.9% | $3,836-7.1% | $3,470+2.7% |
| Admin fee / account holder | $8,590 | $3,198+168.6% | $4,849+77.2% | $4,887+75.7% |